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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,864 | $73,839+51.5% | $143,788-22.2% | $68,495+63.3% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -13.55% | 1.01%-14.6pp | -0.03%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,676 | $3,184-16.0% | $4,952-46.0% | $2,596+3.1% |
| Participant deferral / active EE | $5,769 | $3,384+70.5% | $5,638+2.3% | $4,028+43.2% |
| Admin fee / account holder | $2,938 | $5,755-48.9% | $14,675-80.0% | $5,403-45.6% |